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Reilly Financial Advisors’s Insperity NSP Stock Holding History

Reilly Financial Advisors’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$2K Buy
+20
New +$2.36K ﹤0.01% 1001
2021
Q3 		– Sell
-20
Closed -$2K – 1011
2021
Q2 		$2K Hold
20
– – ﹤0.01% 916
2021
Q1 		$2K Hold
20
– – ﹤0.01% 936
2020
Q4 		$2K Hold
20
– – ﹤0.01% 809
2020
Q3 		$1K Hold
20
– – ﹤0.01% 807
2020
Q2 		$1K Buy
+20
New +$1K ﹤0.01% 861

Other funds holding NSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's NSP Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Insperity (NSP) in Q4 2021: 20 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in NSP as recently as Q2 2021.

Reilly Financial Advisors first reported a position in NSP in Q2 2020 and has held it in 6 quarters since. 282 funds tracked by Wall St. Rank hold NSP as of Q4 2021.

  • Reilly Financial Advisors held 20 shares of Insperity worth $2K as of Q4 2021.
  • Insperity was a new Reilly Financial Advisors position in Q4 2021.
  • Insperity made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1001 holding.
  • Reilly Financial Advisors first reported a position in Insperity in Q2 2020 and has held it in 6 quarters since.
  • 282 funds tracked by Wall St. Rank held Insperity as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.